chris lee

let's bring in some revenue, shall we?!

When it comes to numbers and watching them grow, I am your guy.

I have experience in helping business owners access capital, real estate investors obtain financing, and implementing wealth preservation strategies. By leveraging relationships with key centers of influence and focusing on bringing new revenue to my firms I've been exposed to all types of complex credit and financing requests. Experience within asset protection and wealth management have also enabled me to gain knowledge of insurance and brokerage services. Having worked within the spectrum of well established banks to a community startup during various cycles of the economy have enabled me to be an advocate for my clients and help them navigate through the financial industry. I've been fortunate to help entrepreneur's, service professionals, and key executives accomplish their financial goals, and in doing so it has enabled me to grow professionally and personally.

Sport: Tennis
College/Pro Team: UC Irvine
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